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Forms2 min read

Contact forms

A form type for messages from people who are not patients yet.

Tactile editorial artwork for Forms Contact Type

Someone on your website wants to know if you treat sciatica. They are not a patient, and they should not land in a queue that asks you to create a patient record for them.

Choose the type on the form

On a form's edit page, the Type setting has two choices: Patient intake, the default, and Contact. Contact is described there as a message to reply to, shared by link or embed, not attached to services. Switching type changes how submissions are handled, not the questions you have built.

Choose how submissions are handled.

How a message is handled

Contact submissions arrive in the same Submissions inbox as intake forms, and they count toward the sidebar badge while they wait. A pending contact message has these actions:

  • Reply opens your email app with a message to the address they gave, subject Re: and the form's name. It uses the first email question on the form; if there isn't one, or it was left blank, the card says No email address given instead.
  • Mark handled moves it out of Pending. There is no patient to link or dismiss, so handled is its resolved state.
  • Create patient and Link to existing patient are still there, for the person who writes in and then books.

Once the inbox holds a contact message, a row of type filters appears: All types, Patient intake and Contact. Until then the row stays hidden, so a practice that never uses contact forms never sees it.

What a contact form stays out of

Because it isn't a patient form, a contact form doesn't show in a patient's forms list or in the list of forms you can attach to a service. You share it by link or embed it on your website, and it works well with the one-page layout since it is usually only a few questions. Submissions still appear in the forms inbox.

Avoid asking for health details on a contact form. Every submission is stored and handled with the same protections as an intake.

Try it in your own practice.